Purchases and Sales Made in Q2 2023 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q2 2023. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.9K+ 5.2% |
$16.9M - $19.4M
|
747K
$449M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
36.1K+ 17.33% |
$16.6M - $19M
|
245K
$147M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
35.5K+ 2.6% |
$16.3M - $18.7M
|
1.4M
$840M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
34.5K+ 0.6% |
$15.8M - $18.2M
|
5.82M
$3.49B
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
34.2K+ 282.59% |
$15.7M - $18M
|
46.4K
$27.8M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
33.2K+ 27.99% |
$15.2M - $17.5M
|
152K
$91.2M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
33K+ 4.14% |
$15.1M - $17.4M
|
832K
$499M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
32.8K+ 613.98% |
$15M - $17.2M
|
38.1K
$22.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
31.9K+ 21.25% |
$14.6M - $16.8M
|
182K
$109M
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
31K+ 16.5% |
$14.2M - $16.3M
|
219K
$131M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
30.7K+ 530.4% |
$14.1M - $16.2M
|
36.5K
$21.9M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
30.7K+ 530.4% |
$14.1M - $16.2M
|
36.5K
$21.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
30.1K+ 2215.1% |
$13.8M - $15.8M
|
31.4K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street LLC
|
BUY
|
- |
30KNew |
$13.8M - $15.8M
|
30K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
29.8K+ 3.48% |
$13.7M - $15.7M
|
888K
$533M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
29.6K+ 3.43% |
$13.6M - $15.6M
|
892K
$536M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
29.2KNew |
$13.4M - $15.4M
|
29.2K
$17.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
28.4K+ 2.96% |
$13M - $15M
|
989K
$594M
|
|
|
Aug 10, 2023
Q2 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
28.3K+ 3.85% |
$13M - $14.9M
|
764K
$459M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
27.8K+ 2218.25% |
$12.8M - $14.6M
|
29.1K
$17.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
27.4K+ 11.86% |
$12.5M - $14.4M
|
258K
$155M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
27.3K+ 6.17% |
$12.5M - $14.4M
|
470K
$282M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
26.8K+ 20.81% |
$12.3M - $14.1M
|
155K
$93.4M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
26.8K+ 20.81% |
$12.3M - $14.1M
|
155K
$93.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
26.7K+ 58.56% |
$12.3M - $14.1M
|
72.4K
$43.5M
|
|
|
Jun 14, 2024
Q2 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
26.1K+ 123.59% |
$12M - $13.8M
|
47.3K
$28.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
BUY
|
- |
25.8K+ 2.34% |
$11.8M - $13.6M
|
1.13M
$678M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 4.91% |
$11.5M - $13.2M
|
537K
$323M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
24.8K+ 13.61% |
$11.4M - $13.1M
|
207K
$124M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
24.5KNew |
$11.2M - $12.9M
|
24.5K
$14.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
24.3KNew |
$11.2M - $12.8M
|
24.3K
$14.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
24.2KNew |
$11.1M - $12.8M
|
24.2K
$14.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
24.2K+ 13.82% |
$11.1M - $12.7M
|
199K
$119M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.8K+ 35.74% |
$10.9M - $12.5M
|
90.3K
$54.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
23.5K+ 24.86% |
$10.8M - $12.4M
|
118K
$71M
|
|
|
Aug 10, 2023
Q2 2023
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
22.8K+ 7.1% |
$10.4M - $12M
|
344K
$206M
|
|
|
Jul 31, 2023
Q2 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
22K+ 64.06% |
$10.1M - $11.6M
|
56.4K
$33.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
22K+ 2.03% |
$10.1M - $11.6M
|
1.11M
$664M
|
|
|
Aug 09, 2023
Q2 2023
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
21.5KNew |
$9.86M - $11.3M
|
21.5K
$12.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Loews Corp
New York, NY |
BUY
|
- |
21.5KNew |
$9.86M - $11.3M
|
21.5K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.9K+ 17.4% |
$9.57M - $11M
|
141K
$84.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
20.3K+ 246.12% |
$9.32M - $10.7M
|
28.6K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.1K+ 10.09% |
$9.22M - $10.6M
|
220K
$132M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
20.1K+ 138.17% |
$9.21M - $10.6M
|
34.6K
$20.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
19.9K+ 3.92% |
$9.13M - $10.5M
|
528K
$317M
|
|
|
Aug 14, 2023
Q2 2023
|
Governors Lane LP
New York, NY |
BUY
|
- |
19.7K+ 33.48% |
$9.03M - $10.4M
|
78.6K
$47.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
19.6K+ 27.46% |
$9.01M - $10.3M
|
91.2K
$54.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
18.8K+ 44.82% |
$8.61M - $9.88M
|
60.7K
$36.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
18.1K+ 76.6% |
$8.28M - $9.51M
|
41.7K
$25M
|
|
|
Sep 30, 2024
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
17.5K+ 31.91% |
$8M - $9.18M
|
72.1K
$43.3M
|